Parasol Investment Management’s Constellation Brands STZ Stock Holding History

Parasol Investment Management’s Portfolio STZ Stock Details STZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,100	Closed	-$169K	–	135
2016 Q4	$169K	Hold	1,100	–	–	0.18%	68
2016 Q3	$183K	Hold	1,100	–	–	0.19%	65
2016 Q2	$182K	Hold	1,100	–	–	0.19%	62
2016 Q1	$166K	Hold	1,100	–	–	0.16%	57
2015 Q4	$157K	Hold	1,100	–	–	0.15%	56
2015 Q3	$138K	Hold	1,100	–	–	0.12%	60
2015 Q2	$128K	Hold	1,100	–	–	0.09%	76
2015 Q1	$128K	Hold	1,100	–	–	0.08%	70
2014 Q4	$108K	Hold	1,100	–	–	0.07%	78
2014 Q3	$96K	Hold	1,100	–	–	0.07%	72
2014 Q2	$97K	Hold	1,100	–	–	0.07%	76
2014 Q1	$93K	Hold	1,100	–	–	0.07%	58
2013 Q4	$77K	Buy	+1,100	New	+$73.5K	0.05%	60

Other funds holding STZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Parasol Investment Management's STZ Position: Q1 2017 in Review

Parasol Investment Management sold out of Constellation Brands (STZ) in Q1 2017, closing a stake of 1,100 shares — an estimated $169K sold.

Parasol Investment Management first reported a position in STZ in Q4 2013 and held it in 13 quarters. The position peaked at $183K in Q3 2016. 724 funds tracked by Wall St. Rank hold STZ as of Q1 2017.

Parasol Investment Management reported no remaining Constellation Brands position as of Q1 2017 after selling out during the quarter.
Parasol Investment Management sold 1,100 Constellation Brands shares in Q1 2017, an estimated $169K.
Parasol Investment Management first reported a position in Constellation Brands in Q4 2013 and held it in 13 quarters.
Parasol Investment Management's Constellation Brands position peaked at $183K in Q3 2016.
724 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.